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Vanguard Short-Term Bond ETF
BSV

Overview Fund Activity

1,132 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 433 increasing their positions, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-33
Holders Change %
-2.83%
% of All Funds
18.12%
Holding in Top 10
153
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-11.05%
% of All Funds
2.45%
New
84
Increased
433
Reduced
486
Closed
82
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$56K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.1B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.02B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.06B
4
WL
WIT LLC
District of Columbia
$147M
5
EA
Efficient Advisors
Ohio
$68.2M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$59.3M
2
MFG
Merit Financial Group
Georgia
$20.1M
3
Truist Financial
Truist Financial
North Carolina
$121M
4
APP
Avantax Planning Partners
Iowa
$2.7M
5
Bank of America
Bank of America
North Carolina
$928M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
201
Capital Insight Partners
Arizona
$11.1M -$111K -1,455 -1%
Legacy Financial Group (Iowa)
202
Legacy Financial Group (Iowa)
Iowa
$11M -$878K -11,483 -7%
WFA
203
Websterrogers Financial Advisors
South Carolina
$10.9M -$9.14M -119,496 -46%
VFA
204
Voya Financial Advisors
Connecticut
$10.9M +$629K +8,249 +6%
BFA
205
BMS Financial Advisors
South Dakota
$10.8M +$10.8M +141,717 New
FFN
206
Focus Financial Network
Minnesota
$10.7M +$10.7M +140,489 New
ACM
207
AlphaStar Capital Management
North Carolina
$10.6M +$5.15M +67,820 +94%
CAL
208
Capital Analysts LLC
Pennsylvania
$10.5M +$8.67M +113,393 +471%
NA
209
NewEdge Advisors
Louisiana
$10.5M -$1.04M -13,628 -9%
SWM
210
SigFig Wealth Management
California
$10.5M +$197K +2,578 +2%
FAT
211
First American Trust
California
$10.4M -$148K -1,931 -1%
FMC
212
First Merchants Corp
Indiana
$10.3M -$2.06M -26,928 -17%
FFS
213
Founders Financial Securities
Maryland
$10.1M +$748K +9,781 +8%
HI
214
Horizon Investments
North Carolina
$10.1M +$807K +10,593 +9%
SRC
215
Shufro Rose & Co
New York
$10.1M -$303K -3,965 -3%
CWC
216
Carolinas Wealth Consulting
North Carolina
$10.1M -$3.23M -42,286 -24%
CA
217
Cambridge Associates
Massachusetts
$10M -$3.73M -48,708 -27%
RPG
218
Resource Planning Group
Georgia
$9.95M +$509K +6,649 +5%
SFP
219
Shepherd Financial Partners
Massachusetts
$9.94M +$4.24M +55,466 +74%
AWE
220
Avidian Wealth Enterprises
Texas
$9.91M -$171K -2,242 -2%
MFG
221
Monumental Financial Group
Maryland
$9.77M +$531K +6,948 +6%
KIM
222
Karpus Investment Management
New York
$9.54M +$99.4K +1,300 +1%
OFP
223
OLIO Financial Planning
Virginia
$9.5M +$635K +8,298 +7%
ML
224
McAdam LLC
Pennsylvania
$9.49M +$9.06M +118,450 +2,121%
BSA
225
Bull Street Advisors
Georgia
$9.4M -$187K -2,450 -2%
7 8
9
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